Sales Force Vocab
An organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.This is the simplest level of organization.
Account
In Trailhead, where can users engage in hands-on practice and interactive learning within a Salesforce instance while following Trailhead modules?
Trailhead Playground
When a user accesses the Lightning Experience App Launcher by clicking on the App Launcher icon, how many apps are displayed in the quick view menu?
7
How can you ensure that a specific field is mandatory only when a lead is at a certain stage in Salesforce?
Validation Rule
In Salesforce, what is the maximum limit of components that can be included on a single dashboard?
20
A part of an object that holds a specific piece of information, such as a text or currency value.
Field
A company aims to integrate its internal system with Salesforce but couldn't find suitable solutions on the Appexchange. What approach should they consider for creating this integration within the Salesforce Ecosystem?
Mulesoft
As a Salesforce Administrator, how can you accommodate a new user's request to have their Salesforce user interface displayed in Spanish instead of English?
Change the Language setting in the user's personal settings.
Sun Solar has implemented Salesforce to manage their customer data, and the management team is exploring ways to control which records their employees can access. In this scenario, which option is not a method for controlling record-level access in Salesforce? a) OWD b) Profiles c) Sharing rules
b) Profiles
A Salesforce associate needs to analyze data from multiple reports simultaneously to prioritize their work. Which feature should the associate use to achieve the goal?
Lightning Dashboards
An application that can execute logic, interact with the Salesforce database, call Apex classes, and collect data from users. You can build flows by using Flow Builder.
Flow
Sun Solar is planning to enhance its customer interaction model in Salesforce by introducing a new field in the contact object to track solar panel installation dates. Before making this change live, they want to ensure it is thoroughly tested and functions correctly. What steps should the Salesforce Admin at Sun Solar follow to implement this new field?
Create the new field in a sandbox, perform testing, and then deploy to production for final testing.
In Salesforce, when setting up a new custom object, what are the options available regarding the creation of a corresponding custom tab for that object?
The creation of a custom tab for a new custom object is optional and be decided during the object creation process.
What occurs when a user tries to save an opportunity in Salesforce with a Close Date set in the past if there is a validation rule in place to prevent past dates on the Close Date field?
The error message defined in the validation rule is displayed on the record, and the record is not saved.
Cosmo Property Management needs to analyze its client accounts by categorizing them based on employee size. What type of Salesforce report should they use to group the accounts according to employee count?
Summary
Search more records and fields in Salesforce from the header search box. It monitors which objects you use and how often you use them, and arranges the search results accordingly. Search results for the objects you use most frequently appear at the top of the list.
Global Search
A company specializing in solar panels utilizes a network of partners for sales and wishes to establish a private website. This site will host product-related content and facilitate partner collaboration to enhance sales effectiveness. Which Salesforce product would be the best fit for this requirement?
Experience Cloud
In Salesforce, when working with the Object Manager for customizing and configuring standard or custom objects, which two types of components can be accessed and managed directly from this tool? (2 answers available; can name one)
Fields/Page layouts
In Salesforce, when a sales representative converts a lead, what standard records are automatically created as a result of this lead conversion process?
An account, contact, and optionally, an opportunity are created.
At Sun Solar, a team leader needs to edit a specific report but currently doesn't have the necessary permissions. What action should be taken to enable the team leader to access and modify this report in Salesforce?
Share the report folder containing the report with the team leader.
A custom object with two master-detail relationships. Using a BLANK object, you can model a “many-to-many” relationship between two objects. For example, you create a custom object called “Bug” that relates to the standard case object such that a bug could be related to multiple cases and a case could also be related to multiple bugs
Junction Object
Cosmo Property, a real estate company, is looking to enhance its Salesforce CRM system with additional functionalities to improve its sales processes and customer management. The company is interested in exploring third-party applications and integrations that can be added seamlessly to its existing Salesforce setup. Where should the Cosmo Property team look to find such solutions?
Salesforce AppExchange
In Salesforce, when managing settings for individual users within an organization, which specific settings can be adjusted to cater to each user's unique preferences or requirements?
Language
In Salesforce, if you need to link individuals who are associated with a specific Account, which object should you use for this purpose?
Contact
What is the maximum number of custom summary formula fields that can be included in a single report in Salesforce?
5